Wealth Mgmt Bus Process Specialist

BOK Financial; Tulsa (OK); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

BOKF Performance Plan (D02)

Job summary

BOK Financial is seeking a Wealth Management Business Process Specialist in Tulsa, Oklahoma. This role involves leading business process analysis, documenting workflows, and collaborating with developers to ensure solutions meet business needs. Ideal candidates will have a Bachelor's degree in Management Information Systems or Computer Science, with 2 to 5 years of related experience. The position emphasizes accuracy, compliance, and operational quality, aligning business and technology teams to improve processes. BOK Financial values equal opportunities in employment.

Qualifications

• 2 - 5 years relevant experience in business analysis or project management.
• 5 - 7 years of work-related experience in business application support.

Responsibilities

• Lead analysis of current-state business processes for improvements.
• Partner with stakeholders to document workflows and requirements.
• Create detailed process documentation with tools like Visio.
• Write and manage Jira stories for development teams.
• Collaborate with developers to clarify requirements and solutions.
• Define business logic and data requirements for workflow solutions.
• Facilitate meetings to review enhancements and gather feedback.
• Monitor end-user issues and drive resolutions.
• Ensure process changes meet audit and compliance needs.

Skills

Business process analysis

Technical documentation

Requirements gathering

Jira

SQL

Excel

JSON

Visio

Education

Bachelor's Degree in Management Information Systems or Computer Science

Job description

Wealth Management Business Process Specialist

Req ID: 78013

Location: Tulsa - TUL

Areas of Interest: Wealth Management; Business/Technical Analysis

Pay Transparency Salary Range: Not Available

Application Deadline: 05/30/2026

The Wealth Management Business Process Specialist is primarily responsible for assisting with analysis, in-depth testing, implementing, documentation, and deployment of software and procedures that require complex technical and systems knowledge and apply testing for complex projects.

Bonus Type

BOKF Performance Plan (D02)

Responsibilities

• You will lead analysis of current-state business processes to identify inefficiencies, risks, and opportunities for improvement, with a strong focus on accuracy, compliance, and operational quality.
• You will partner with business stakeholders to gather requirements, document workflows, and translate needs into clear, actionable solutions.
• You will create detailed process models and documentation using tools such as Visio, ensuring alignment across business and technology teams.
• You will write and manage Jira stories and requirements for development teams, including clear acceptance criteria, process flows, and expected outcomes.
• You will collaborate closely with developers to clarify requirements, answer questions, and ensure solutions align with business intent.
• You will support the design and implementation of workflow solutions by defining business logic, decision points, and data requirements (leveraging tools such as workflow platforms, SQL, Excel, and JSON as needed).
• You will facilitate regular meetings with business lines and stakeholders to review proposed enhancements, prioritize changes, and gather feedback on process performance.
• You will monitor and triage end-user issues, helping to identify root causes and driving resolution through process or system improvements.
• You will ensure process changes meet audit and compliance requirements, including proper documentation, validation, and stakeholder sign‑off.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Management Information Systems or Computer Science and 2 - 5 years related experience or 5 - 7 years of work related experience, which includes business application support and project understanding.

Working Conditions & Physical Requirements

Office

Equal Employment Opportunity Statement

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.